Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marco? Claim Your ProfileMarco Carlough Ginefra is an investment advisor representative at Creativeone Wealth, LLC. Marco has been in the financial services industry since October 2013 and has a Series 65 license. Creativeone Wealth, LLC is a registered investment advisor with offices in Overland Park, Kansas and Wilmington, Delaware. The firm provides a variety of financial services, including financial planning, portfolio management for individuals and investment companies, and sub-adviser services. Marco is also an insurance agent with My Life Broker.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
10/15/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 02/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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